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iShares Core S&P US Growth ETF
IUSG

Overview Fund Activity

523 hedge funds and large institutions have $8.97B invested in iShares Core S&P US Growth ETF in 2022 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 177 increasing their positions, 165 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
523
Holders Change
-29
Holders Change %
-5.25%
% of All Funds
8.28%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.38%
New
45
Increased
177
Reduced
165
Closed
65
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$327K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.25B
2
Morgan Stanley
2
Morgan Stanley
New York
$712M
3
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M
4
MWM
4
Modera Wealth Management
New Jersey
$22.5M
5
PBF
5
Petix & Botte Financial
California
$24.2M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$110M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$28.7M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$9.4M
4
RJA
4
Raymond James & Associates
Florida
$75.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.25B +$135M +1,277,843 +4%
LPL Financial
2
LPL Financial
California
$1.36B -$21.3M -201,852 -2%
Morgan Stanley
3
Morgan Stanley
New York
$712M +$101M +958,228 +17%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$533M -$4.06M -38,517 -0.8%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$194M +$12.2M +115,439 +7%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$167M -$24.1M -208,788 -13%
UBS Group
7
UBS Group
Switzerland
$146M +$12.2M +115,138 +9%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$128M +$5.41M +51,166 +4%
Wells Fargo
9
Wells Fargo
California
$110M -$51M -482,505 -32%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$100M -$7.4M -70,039 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$95M +$7.75M +73,386 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$86.4M +$942K +8,914 +1%
RJA
13
Raymond James & Associates
Florida
$75.3M -$25.9M -245,452 -26%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$69.5M +$3.81M +36,038 +6%
VFPW
15
Vantage Financial Partners (Wisconsin)
Wisconsin
$60.6M +$34.1M +322,398 +128%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$57M +$5.32M +50,395 +10%
Ameriprise
17
Ameriprise
Minnesota
$55M +$7.22M +68,361 +15%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$54.8M +$1.85M +17,547 +4%
HighTower Advisors
19
HighTower Advisors
Illinois
$51M -$3.57M -33,818 -7%
Charles Schwab
20
Charles Schwab
California
$48.1M +$1.79M +16,952 +4%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$44.1M +$2.4M +22,703 +6%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$43.7M +$8.26M +78,212 +23%
BlackRock
23
BlackRock
New York
$41.2M -$9.56M -90,440 -19%
DA
24
Doliver Advisors
Texas
$39.9M -$12.7M -119,771 -24%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$38.5M +$1.42M +13,413 +4%
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